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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

687 hedge funds and large institutions have $6.68B invested in Schwab US Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 210 increasing their positions, 293 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
-7
Holders Change %
-1.01%
% of All Funds
11%
Holding in Top 10
71
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-18.39%
% of All Funds
1.14%
New
57
Increased
210
Reduced
293
Closed
45
Calls
$879K
Puts
$447K
Net Calls
+$432K
Net Calls Change
-$295K

Top Buyers

1
MG
Mather Group
Illinois
+$41.5M
2
Lido Advisors
Lido Advisors
California
+$22.6M
3
SEI Investments
SEI Investments
Pennsylvania
+$21M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$9.24M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$69.8M
2
LPL Financial
LPL Financial
California
-$26M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$17.9M
4
FWP
FAS Wealth Partners
Kansas
-$17.1M
5
WIA
World Investment Advisors
California
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
576
Pinnacle Bancorp
Nebraska
$92.7K -$4.07K -186 -4%
FCA
577
FinTrust Capital Advisors
South Carolina
$92.4K – – –
RCM
578
Raleigh Capital Management
North Carolina
$91.8K +$590 +27 +0.6%
HDIM
579
Hanson & Doremus Investment Management
Vermont
$91K – – –
SA
580
SRH Advisors
Kansas
$91K – – –
IRC
581
Investors Research Corp
Georgia
$83.6K – – –
AA
582
Ancora Advisors
Ohio
$78.2K +$17.7K +810 +29%
EK
583
Evensky & Katz
Florida
$78K +$392 +18 +0.5%
BWP
584
Baldwin Wealth Partners
Massachusetts
$76.1K +$76.1K +3,480 New
FSWA
585
Financial Synergies Wealth Advisors
Texas
$71.9K +$394 +18 +0.6%
HR
586
Howe & Rusling
New York
$71.2K -$28K -1,281 -28%
ACA
587
Aptus Capital Advisors
Alabama
$70.6K – – –
GWANC
588
Guardian Wealth Advisors (North Carolina)
North Carolina
$70.6K – – –
HBW
589
Hazlett, Burt & Watson
West Virginia
$69K +$69K +3,177 New
MHR
590
Matthew Hamilton Rosenberg
$65.6K – – –
IGWM
591
ICA Group Wealth Management
Colorado
$61.9K – – –
CAL
592
Capital Analysts LLC
Pennsylvania
$61K -$152K -6,939 -71%
RF
593
Robbins Farley
New Hampshire
$60.1K +$590 +27 +1%
KA
594
Kozak & Associates
Colorado
$60.1K -$328 -15 -0.5%
CPFP
595
Clear Perspectives Financial Planning
Ohio
$59K – – –
EWM
596
EPG Wealth Management
Georgia
$58.1K +$328 +15 +0.6%
NIC
597
Northwest Investment Counselors
Oregon
$54.3K – – –
PK
598
Pflug Koory
Nebraska
$52.8K – – –
SIC
599
SJS Investment Consulting
Ohio
$52.5K -$13.1K -600 -20%
VNA
600
Valley National Advisers
Pennsylvania
$52K -$595 -27 -1%
22 23
24
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